Adding and Managing Contacts

Rules and Modes

Adding and Managing Contacts

Clint Wolford
October 10, 2013

Creating New Contacts

To add a contact, click Settings>Trusted Circle in your ReadyHome App.

To add a contact via the Web Portal, click Rules>Contacts for Rules on the toolbar to display the contacts screen.

SPcontacts

 

Click Add Contact

SPaddcontact

 

Enter a first and last name, email address, and phone number(for SMS messaging).  You can specify multiple email addresses and phone numbers.

Click Save.

Managing Your Contact List

To manage your contact list, click Rules>Contacts for Rules on the toolbar to display the contacts screen.

SPcontactsforrules

 

Click SPedit to modify a contact or click SPdelete to remove a contact.  Note:  The person associated w/ the account is automatically added as a contact.  You cannot delete this person from the contacts list.  You cannot delete a contact if that person is defined in a rule.